EXFY Stock Ownership Breakdown

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own EXFY shares is 101, representing 34.79% of the company's common stock.

PRELUDE CAPITAL MANAGEMENT, LLC, in the last quarter, reduced its stake in EXFY by -9.75% restricting it's holding to 46.3 thousand shares of worth nearly $85.19K. MILLENNIUM MANAGEMENT LLC also lessened -23.97% of the EXFY shares from its portfolio, reducing its holding to 1.18 million shares of worth $2.17M. JACOBS LEVY EQUITY MANAGEMENT, INC also shunned EXFY shares holding by -8.49% last quarter which brought its holding to 952.49 thousand shares worth $1.75M.

As per its latest 13F filing, AVION WEALTH increased its stake in EXFY by 100% in the last quarter. The institutional holder raised its holding to 273 shares having worth more than $1.00K. AQR CAPITAL MANAGEMENT LLC also added 153.77% more shares of EXFY to its portfolio, raising its holding to 1.08 million shares of worth $1.98M. STATE STREET CORP also increased its EXFY shares holding by 0.79% which brought its holding to 1.05 million shares worth $1.92M.

The insider with the most stakes in EXFY is McLaughlin Steven J. , 10 percent owner at the company. Additionally, EXFY stock is highly held by 10 percent owner Hillsven LLC and 10 percent owner Martirano David among others.

Company executives, directors, and other insiders own 31.46% percent of Expensify, Inc.'s stock. Within the last six months, there have been 51 transaction(s) in which EXFY insiders have sold stock, totaling 1.28M shares. Insiders that have sold shares include BARRETT DAVID MICHAEL, CHRISTEN TIMOTHY L, and MURALIDHARAN ANURADHA.

There have been 0 transaction(s) during the past 6-months in which Expensify, Inc. insiders have bought stock, totalling 0 shares

Around 44.72M Expensify, Inc. shares are held by insiders, which represents about 31.46% of EXFY stock.

EXFY 10 percent owner, McLaughlin Steven J. holds the largest portfolio of the company's shares. EXFY shares owned by McLaughlin total nearly 9.94 million.

PRELUDE CAPITAL MANAGEMENT, LLC is the largest institutional owner in EXFY which holds 46.3 thousand shares worth $85.19K or 0.06% of the total EXFY shares outstanding followed by AVION WEALTH with ownership of 273 shares representing 0% of the EXFY ownership. MILLENNIUM MANAGEMENT LLC is the third largest stakeholder with 1.18 million shares or 1.41% of the ownership worth more than $2.17M.

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the EXFY is concerned, it is a stock which is optionable.

Number of EXFY shares short is 623.37K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

As of today, 77.16M shares of EXFY are outstanding.

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, EXFY has 48.24M shares in float.

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for EXFY is 1.02.